It Really is About So Much More than Just the Numbers.

Here at Coleman & Associates, we are emotionally invested in your success. As a multi-generation, family-owned firm, Coleman & Associates inherently understands the needs and challenges of small-to-medium size, closely held businesses. We offer a broad range of professional services, such as Accounting, Tax Preparation & Planning, Remote CFO, Financial Consulting, Full-Service Payroll and Financial Statement Preparation. We create a personal, one-on-one approach to doing business.

We are able to assist you in making intelligent business decisions by offering a comprehensive, in-depth analysis of your current financial picture. Our superior financial and tax planning advice enables us to focus on having your long-term objectives met. This personalized approach allows us to get to know your business intimately, so together we can develop a custom-designed plan that best suits your unique situation.

We strive to build and preserve a relationship with you that is deeply rooted in trust and familiarity so that we can be responsive to, and even anticipate, your changing business needs and goals. You can depend on us as if we were family, that’s how we think of you.

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Business Taxes Blog

Businesses can also be disrupted by tax identity theft

September 22, 2016

A great deal of attention is paid to individual tax identity theft — when a taxpayer’s personal information (including Social Security number) is used to fraudulently obtain a refund or commit other crimes. But businesses can also be victims of tax identity theft.

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Individual Taxes Blog

Estate planning benefits of FLPs may be in danger

September 22, 2016

For many years, family limited partnerships (FLPs) have been a popular estate planning tool, in part due to their tax benefits. Specifically, they can allow you to transfer assets to your children (and other family members) at discounted values for gift tax purposes. The gifts may even be tax-free if you apply your lifetime exemption or annual exclusion.

However, the IRS recently proposed regulations that, if finalized, would limit the effectiveness of FLPs for reducing the taxable value of transferred interests.

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8745 W. Higgins Rd, Suite 360 • Chicago, IL 60631
Phone
773.444.3100 • Fax 773.444.3111
Email: info@colemancpas.com